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SWP
DFUS
Stratos Wealth Partners’s
Dimensional US Equity ETF
DFUS
Stock Holding History
Stratos Wealth Partners’s Portfolio
DFUS Stock Details
DFUS Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$16M
Buy
225,132
+923
+0.4%
+$68.4K
0.18%
110
2025
Q4
$16.6M
Sell
224,209
-19,112
-8%
-$1.4M
0.19%
105
2025
Q3
$17.6M
Buy
243,321
+9,403
+4%
+$655K
0.21%
95
2025
Q2
$15.7M
Buy
233,918
+2,692
+1%
+$167K
0.21%
101
2025
Q1
$14M
Buy
231,226
+3,657
+2%
+$234K
0.21%
107
2024
Q4
$14.5M
Sell
227,569
-914
-0.4%
-$58.6K
0.2%
99
2024
Q3
$14.2M
Buy
228,483
+7,964
+4%
+$477K
0.21%
103
2024
Q2
$13M
Buy
220,519
+1,929
+0.9%
+$110K
0.21%
100
2024
Q1
$12.5M
Buy
218,590
+9,971
+5%
+$540K
0.21%
110
2023
Q4
$10.8M
Buy
208,619
+1,813
+0.9%
+$87.8K
0.2%
109
2023
Q3
$9.63M
Buy
206,806
+43
+0%
+$2.08K
0.21%
101
2023
Q2
$9.96M
Buy
206,763
+10,589
+5%
+$482K
0.23%
96
2023
Q1
$8.72M
Sell
196,174
-1,915
-1%
-$83.2K
0.23%
94
2022
Q4
$8.24M
Sell
198,089
-5,905
-3%
-$247K
0.21%
102
2022
Q3
$7.92M
Buy
203,994
+137,607
+207%
+$5.92M
0.22%
94
2022
Q2
$2.71M
Buy
66,387
+11,410
+21%
+$506K
0.07%
261
2022
Q1
$2.69M
Buy
54,977
+1,369
+3%
+$66.2K
0.06%
295
2021
Q4
$2.77M
Sell
53,608
-131
-0.2%
-$6.58K
0.06%
287
2021
Q3
$2.53M
Buy
53,739
+1,819
+4%
+$88K
0.06%
275
2021
Q2
$2.45M
Buy
+51,920
New
+$2.42M
0.06%
286
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IFA
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PL
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$4.1B AUM
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SWA
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$2.46B AUM
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$376B AUM
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$67.6B AUM
18.3%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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